Price tells you what the market is doing. Public data helps you investigate why. Use these authoritative sources to validate company claims, understand the economy, and add context to an investment thesis.

7FREE RESEARCH
DESTINATIONS

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COMPANY FILINGS

SEC EDGAR

Read annual reports, quarterly results, material-event filings, ownership disclosures, and fund filings.

10-K annual reports
10-Q quarterly reports
8-K material events

Open EDGAR ↗ ⌁

MACROECONOMY

FRED

Graph and download interest rates, inflation, employment, credit, manufacturing, and hundreds of thousands of economic series.

Explore FRED ↗ ◫

ECONOMIC OUTPUT

BEA Data

Study GDP, corporate profits, consumer spending, industry output, trade, and regional economies.

Explore BEA ↗ ◒

JOBS & PRICES

BLS Data

Investigate inflation, wages, productivity, employment, job openings, and industry workforce trends.

Explore BLS ↗ ⇅

MARKET DATASETS

SEC Data Library

Download structured datasets covering financial statements, insider transactions, funds, and market activity.

View Datasets ↗ ◎

FISCAL CONTEXT

U.S. Treasury Data

Explore federal debt, interest expense, revenue, spending, and Treasury securities data.

Explore Fiscal Data ↗ ✓

INVESTOR EDUCATION

Investor.gov

Learn investing basics, risk, fees, diversification, fraud prevention, and how to check an investment professional.

Start Learning ↗

INVESTOR LAB

Learn the language of equities

Understand the numbers before relying on them. These quick lessons explain what common metrics can—and cannot—tell you.

Revenue is demand. Cash flow is durability.

Revenue growth can show that customers want a product, but it does not automatically mean the company is profitable or financially resilient. Compare revenue growth with margins, operating cash flow, debt, and share dilution.

REVENUE GROWTHIs demand expanding?

Compare year over year and examine whether growth is organic.

GROSS MARGINIs the core product economical?

Look for durability and understand sector-specific norms.

FREE CASH FLOWDoes growth produce cash?

Review cash generation after operating needs and capital spending.

A great company can still be an expensive stock.

Valuation compares the price investors pay with earnings, sales, cash flow, or assets. Use multiple measures, compare similar companies, and account for growth quality, capital intensity, and risk.

P/E RATIOPrice versus earnings

Useful for profitable firms, but distorted by unusual gains or losses.

PRICE / SALESPrice versus revenue

Often used for high-growth companies that are not yet profitable.

EV / EBITDAOperating value comparison

Can help compare firms with different debt and cash balances.

Risk is more than daily volatility.

Research customer concentration, financing needs, competitive threats, regulation, dilution, debt maturities, and whether the thesis depends on one product, contract, or future event.

BALANCE SHEETCan it fund the plan?

Compare cash, debt, liquidity, and expected capital needs.

CONCENTRATIONWhat could break the thesis?

Check dependence on a customer, supplier, geography, or product.

DILUTIONIs your ownership shrinking?

Track share count, stock compensation, warrants, and offerings.

Read the filing, not only the headline.

Start with the business description and risk factors, then review management’s discussion, financial statements, footnotes, and changes in share count. Compare language across reporting periods.

10-KAnnual deep dive

Business, risks, audited financials, controls, and management analysis.

10-QQuarterly update

Interim results, liquidity, new risks, and recent business changes.

8-KMaterial event

Major contracts, leadership changes, financing, acquisitions, and more.

A BETTER RESEARCH PROCESS

From ticker to thesis in five steps.

Use the checklist as a repeatable starting point. No single metric or source should make the decision for you.

UNDERSTAND

Explain the business simply

What does the company sell, who pays, why do customers choose it, and how does it make money?

VERIFY

Read primary-source filings

Use EDGAR to check the company’s description, risks, results, cash, debt, dilution, and material events.

CONTEXTUALIZE

Study the industry and economy

Use BEA, BLS, FRED, and Treasury data to test whether the broader environment supports the thesis.

COMPARE

Benchmark peers and valuation

Compare growth, margins, cash flow, balance sheets, competitive position, and valuation using consistent periods.

CHALLENGE

Write the bear case

List what could invalidate the thesis, what evidence would change your mind, and what risks the price may ignore.

EQUITIESDASH PRINCIPLES

Curiosity over hype.
Evidence over opinion.

01Use primary sourcesStart with company filings and official datasets.

02Separate company from stockBusiness quality and investment value are different questions.

03Think in probabilitiesConsider multiple outcomes instead of one precise forecast.

04Protect against permanent lossPosition size, diversification, and patience matter.

Educational use only.

EquitiesDash provides links and general educational information. It does not provide personalized investment, legal, accounting, or tax advice; endorse any security; or guarantee that linked information is complete or current. Investing involves risk, including possible loss of principal.

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